A disciplined currency framework for generational wealth.
Family wealth increasingly spans jurisdictions, asset classes and generations. Cedarstone Research gives family offices the FX research and risk oversight usually found only inside large institutions.
- OversightAcross the family
- PolicyA written framework
- CommitteeResearch briefings
Currency risk is often the unmanaged risk.
Family offices frequently hold assets in several currencies, reporting in one, with beneficiaries spending in others.
Without a clear policy, currency decisions are made ad hoc, or not at all, and can quietly dominate returns.
Institutional oversight, family-office scale.
Exposure analysis
A consolidated view of currency exposure across portfolios, property, holding structures and future commitments.
Hedging policy
A written framework setting reference currency, hedge ratios, instruments and governance, agreed with the principals.
Research for the investment committee
Our full research programme, plus briefings tailored to your committee's agenda.
Execution & oversight
Execution arranged through our partners, with ongoing monitoring and reporting.
A trusted adviser
Direct access to analysts who know your structure.
Start with a conversation.
Every client relationship begins with a confidential consultation. We'll understand your currency exposure, your objectives and your timelines, and show you how our research and advisory can support you.
- Confidential and no obligation
- Calls in UK or Gulf hours
- A response within one business day